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Investment Strategies

Intelligent Fixed Income

The Intelligent Fixed Income strategy seeks to provide you with a long-term total return while striving to generate meaningful current income. For taxable accounts, Qualified Dividend Income (QDI), which is currently taxed at a more favorable rate for upper tax brackets, is favored. The Intelligent Fixed Income style is for clients seeking a 100% fixed income investment.

Intelligent Fixed Income IG

The Intelligent Fixed Income IG strategy seeks to provide a long-term total return while striving to generate meaningful current income. The strategy focuses on securities that have at least one investment grade rating (S&P, Moody’s or Fitch). The Intelligent Fixed Income IG strategy is for clients seeking a 100% fixed income investment.

Defensive Growth

The Defensive Growth strategy seeks to provide a combination of long-term capital appreciation and current income. The strategy uses both fixed income and common stock. For taxable accounts, qualified dividend income (QDI), which is currently taxed at a more favorable rate for upper tax brackets, is favored. The Defensive Growth style is for clients seeking both equity and fixed income exposure.

Intelligent Blend

The Intelligent Blend strategy seeks to provide long-term capital appreciation. The strategy invests predominately in common stocks, primarily in U.S.-based companies of all sizes. The strategy has the flexibility to invest across all sectors and market capitalizations, in addition to holding cash or cash equivalents, ETFs, preferred stock and other fixed income securities. The Intelligent Blend strategy is for clients seeking equity exposure.

Strategic Equity

The Strategic Equity strategy seeks to provide long-term capital appreciation. The strategy invests solely in common stocks, primarily in U.S.-based companies. The strategy has the flexibility to invest across all sectors and market capitalizations, in addition to holding cash, cash equivalents and ETFs. The Strategic Equity strategy is for clients seeking a 100% equity investment.

The UIA Investment Strategies at a Glance

Portfolio Attributes

Intelligent Fixed Income

Intelligent Fixed Income IG

Defensive Growth

Intelligent Blend

Strategic Equity

Separately-Managed Account

yes yes yes yes yes

Low Turnover

no no yes yes yes

Fixed Income

yes yes yes yes no

Equities

no no yes yes yes

Qualified Dividend Focus

yes yes yes yes yes

Income Generation

yes yes yes no no

Capital Appreciation

no no yes yes yes

AUM in Strategy
as of Dec. 31, 2020

$276 Million

$11 Million

$147 Million

$21 Million

$3 Million

Current Yield
as of Dec. 31, 2020

4.2%

3.0%

3.2%

1.2%

1.0%

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Ulland Investment Advisors

4550 IDS Center · Eighty South Eighth Street · Minneapolis MN 55402 · Telephone: 612-312-1400 · Facsimile: 612-204-3464